US2018240198A1PendingUtilityA1
Method for transacting tax related data
Est. expirySep 16, 2036(~10.1 yrs left)· nominal 20-yr term from priority
Inventors:Zishun Chen
H04L 63/10G06Q 20/102G06Q 40/123G06Q 40/02H04L 2463/102H04L 63/12G06F 40/174G06F 21/31G06F 17/243
26
PatentIndex Score
0
Cited by
0
References
0
Claims
Abstract
A method for transacting tax related data is disclosed in the present application, comprising: registering by a customer and at least one accounting means; selecting one of the at least one accounting means based on tax related needs by the customer; verifying an identity of the customer; initiating communication between the selected accounting means and the customer; providing a tax related data to the selected accounting means by the customer; reviewing the tax related data by the selected the accounting means; and submitting the tax related data by the selected accounting means.
Claims
exact text as granted — not AI-modifiedWhat is claimed is:
1 . A method for transacting tax related data, comprising:
registering by a customer and at least one accounting means; selecting one of the at least one accounting means based on tax related needs by the customer; verifying an identity of the customer; initiating communication between the selected accounting means and the customer; providing a tax related data to the selected accounting means by the customer; reviewing the tax related data by the selected the accounting means; and submitting the tax related data by the selected accounting means.
2 . The method for transacting tax related data as claimed in claim 1 , wherein the step of registering by the customer and the at least one accounting means comprises registering via a customer interface by the customer.
3 . The method for transacting tax related data as claimed in claim 2 , wherein the step of initiating communication between the selected accounting means and the customer comprises communicating with the selected accounting means via an interaction interface of the customer interface by the customer.
4 . The method for transacting tax related data as claimed in claim 2 , wherein the step of providing the tax related data to the selected accounting means by the customer comprises submitting the tax related data to the selected accounting means via a tax filing interface of the customer interface.
5 . The method for transacting tax related data as claimed in claim 2 , wherein the step of providing the tax related data to the selected accounting means by the customer comprises e-signing via a tax filing interface of the customer interface.
6 . The method for transacting tax related data as claimed in claim 2 , wherein the step of providing the tax related data to the selected accounting means by the customer comprises paying a required fee for the selected accounting means via a tax filing interface of the customer interface.
7 . The method for transacting tax related data as claimed in claim 6 , wherein the step of paying the required fee for the selected accounting means via the tax filing interface of the customer interface comprises depositing check via the tax filing interface of the customer interface.
8 . The method for transacting tax related data as claimed in claim 2 , wherein after submitting the tax related data by the selected accounting means, the method further comprises notifying the customer that a tax related service or product is at least partially completed by the selected accounting means.
9 . The method for transacting tax related data as claimed in claim 8 , wherein after notifying the customer that the tax related service or product is at least partially completed by the selected accounting means, the method further comprises reviewing the at least partially completed tax related service or product by the customer.
10 . The method for transacting tax related data as claimed in claim 9 , wherein the step of reviewing the at least partially completed tax related service or product by the customer comprises reviewing via a review data interface of the customer interface.
11 . The method for transacting tax related data as claimed in claim 1 , wherein the step of registering by the customer and the at least one accounting means comprises registering via an accountant interface by the at least one accounting means.
12 . The method for transacting tax related data as claimed in claim 11 , wherein the step of initiating communication between the selected accounting means and the customer comprises communicating with the customer via an interaction interface of the accountant interface by the selected accounting means.
13 . The method for transacting tax related data as claimed in claim 11 , wherein the step of reviewing the tax related data by the selected accounting means comprises reviewing via a reviewing interface of the accountant interface by the selected accounting means.
14 . The method for transacting tax related data as claimed in claim 1 , wherein after the step of verifying the identity of the customer, the method further comprises sending a verification code for the customer by the selected accounting means.
15 . The method for transacting tax related data as claimed in claim 14 , wherein after the step of sending a verification code for the customer by the selected accounting means, the method further comprises submitting the verification code by the customer.
16 . The method for transacting tax related data as claimed in claim 1 , wherein after reviewing the tax related data by the selected accounting means, the method further comprises requesting an additional tax related data from the customer by the selected accounting means.
17 . The method for transacting tax related data as claimed in claim 16 , wherein after requesting the additional tax related data from the customer by the selected accounting means, the method further comprises providing the additional tax related data to the selected accounting means by the customer.
18 . The method for transacting tax related data as claimed in claim 1 , wherein the customer is an individual, a household or a corporation.
19 . The method for transacting tax related data as claimed in claim 1 , wherein the at least one accounting means is a bookkeeper, a tax specialist, a tax attorney or an accounting firm.
20 . The method for transacting tax related data as claimed in claim 1 , wherein the tax related data includes at least one member selected from the group consisting of: payment stubs, bookkeeping records, tax returns, wages W-2, income 1099, stocks 1099-B, property taxes, deductions, home mortgage interest, and DMV registration.Join the waitlist — get patent alerts
Track US2018240198A1 — get alerts on status changes and closely related new filings.
We store only your email — no account needed. See our privacy policy.